By CFA Institute
Apply CFA software suggestions and abilities to real-world wealth and portfolio administration for the 2017 exam
The related authentic curricula that CFA application applicants obtain with software registration is now publicly that can be purchased. CFA software Curriculum 2017 point III, Volumes 1-6 presents whole, authoritative tips on synthesizing the complete CFA application Candidate physique of data (CBOK) into specialist perform for the 2017 examination. This publication is helping you collect the talents and ideas from degrees I and II to formulate an in depth, expert reaction to quite a few real-world situations. assurance spans all CFA software themes and offers a rigorous therapy of portfolio administration, all prepared into person research periods with essentially outlined studying final result Statements. visible aids make clear complicated recommendations, and perform questions let you attempt your figuring out whereas reinforcing significant content material areas.
Levels I and II built you with foundational funding instruments and intricate research ability; now, you will easy methods to successfully synthesize that wisdom to facilitate potent portfolio administration and wealth making plans. This examine set is helping you exchange your knowing right into a specialist physique of data that may gain your consumers' monetary futures.
- Master crucial portfolio administration and compliance topics
- Synthesize your knowing into expert guidance
- Reinforce your clutch of advanced research and valuation
- Apply moral criteria within the context of real-world cases
CFA Institute promotes the top criteria of ethics, schooling, excellence between funding pros. The CFA application Curriculum courses you thru the breadth of data required to uphold those criteria. the 3 degrees of this system construct on one another. point I presents foundational wisdom and teaches using funding instruments; point II specializes in program of ideas and research, relatively within the valuation of resources; and point III builds towards synthesis throughout themes with an emphasis on portfolio management.
Read Online or Download CFA program curriculum 2017 Level III. volumes 1-6. PDF
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Extra resources for CFA program curriculum 2017 Level III. volumes 1-6.
35 36 Reading 2 ■ Guidance for Standards I–VII ■■ Create a restricted list: If the firm is unwilling to permit dissemination of adverse opinions about a corporate client, members and candidates should encourage the firm to remove the controversial company from the research universe and put it on a restricted list so that the firm disseminates only factual information about the company. ■■ Restrict special cost arrangements: When attending meetings at an issuer’s headquarters, members and candidates should pay for commercial transportation and hotel charges.
22 Reading 2 ■ Guidance for Standards I–VII Members and candidates must understand the applicable laws and regulations of the countries and jurisdictions where they engage in professional activities. These activities may include, but are not limited to, trading of securities or other financial instruments, providing investment advice, conducting research, or performing other investment services. On the basis of their reasonable and good faith understanding, members and candidates must comply with the laws and regulations that directly govern their professional activities and resulting outcomes and that protect the interests of the clients.
Comment: White is in violation of Standard I(A) because her communications do not comply with the existing guidance and regulation governing use of social media. She should seek guidance from appropriate, knowledgeable, and reliable sources, such as her firm’s compliance department, external service providers, or outside counsel, unless she diligently follows legal and regulatory trends affecting her professional responsibilities. 29 30 Reading 2 ■ Guidance for Standards I–VII Standard I(B) Independence and Objectivity Members and Candidates must use reasonable care and judgment to achieve and maintain independence and objectivity in their professional activities.
CFA program curriculum 2017 Level III. volumes 1-6. by CFA Institute